On June 8, Western Digital rose 4.72% overnight, trading at $538.76/share, with trading volume of $4.2065 million. The stock had previously declined over 11% across two consecutive sessions due to Broadcom's AI guidance miss and rumors surrounding Nvidia's next-generation Rubin platform memory configuration.

On the news front, market rumors had circulated that Nvidia's Rubin NVL72 platform would halve per-rack CPU-side memory capacity from 55TB to 28TB, replacing 192GB SOCAMM modules with 96GB versions. This triggered heavy selling across the storage sector. Subsequently, SemiAnalysis founder publicly clarified the rumor, easing panic sentiment and prompting a broad recovery rally in storage names. Within the sector, SanDisk rose 4.4%, Seagate Technology gained 2.89%, and Super Micro Computer advanced 2.45%.

Notably, the clarification confirmed that GPU-side HBM4 memory specifications remain unchanged at 20.7TB per rack, preserving the core growth thesis for AI-driven storage demand.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)